See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,580 | $109,881+52.5% | $150,045+11.7% | $84,808+97.6% |
| Participation rate | 81.3% | 76.1%+5.2pp | 82.3%-1.0pp | 68.3%+13.0pp |
| Annual return | 17.02% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,421 | $3,561+24.1% | $4,693-5.8% | $2,631+68.0% |
| Participant deferral / active EE | $9,741 | $6,636+46.8% | $7,997+21.8% | $4,212+131.3% |
| Admin fee / account holder | $15,786 | $8,568+84.2% | $13,435+17.5% | $7,344+115.0% |